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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
FRM
626
Fox Run Management
Connecticut
$511K +$553K +1,928 New
WP
627
WealthPLAN Partners
Nebraska
$511K +$9.18K +32 +2%
JPWM
628
Jamison Private Wealth Management
Georgia
$507K +$1.15K +4 +0.2%
SAM
629
Sompo Asset Management
Japan
$507K -$2.87K -10 -0.5%
T
630
TOBAM
France
$500K -$326K -1,136 -38%
GIM
631
Gold Investment Management
Alberta, Canada
$500K +$3.44K +12 +0.7%
KWM
632
Kingsview Wealth Management
Oregon
$498K +$112K +392 +27%
FAL
633
Focused Alpha LLC
Colorado
$489K +$7.17K +25 +1%
PUI
634
Purpose Unlimited Inc
$488K – – –
CPIG
635
Chicago Partners Investment Group
Illinois
$484K +$80.9K +282 +22%
ACM
636
Advisors Capital Management
New Jersey
$483K +$16.9K +59 +3%
LWM
637
Liberty Wealth Management
California
$481K +$6.02K +21 +1%
MCA
638
MSH Capital Advisors
Arizona
$480K +$4.3K +15 +0.9%
ACM
639
Aster Capital Management
United Arab Emirates
$473K +$122K +426 +37%
MBTD
640
Mechanics Bank - Trust Department
California
$465K +$130K +455 +36%
IA
641
IFP Advisors
Florida
$463K -$487K -1,699 -50%
SWP
642
Sagespring Wealth Partners
Tennessee
$463K +$119K +416 +32%
NG
643
Norden Group
Utah
$463K +$118K +413 +32%
WC
644
Winmill & Co
New Hampshire
$460K – – –
SWP
645
Stratos Wealth Partners
Ohio
$460K -$77.4K -270 -14%
FCP
646
Fidelis Capital Partners
Florida
$459K -$28.4K -99 -6%
FRA
647
Frank Rimerman Advisors
California
$453K +$23.8K +83 +5%
MWM
648
Modern Wealth Management
Kansas
$452K +$171K +595 +57%
GT
649
Greenleaf Trust
Michigan
$452K +$82.6K +288 +21%
CWS
650
Confluence Wealth Services
Pennsylvania
$451K -$573 -2 -0.1%
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